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GKAT vs TUA

Scharf Global Opportunity ETF vs Simplify Short Term Treasury Futures Strategy ETF

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

Key differences

  • TUA costs 0.34% less per year.
  • TUA is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • GKAT is classified as equity, while TUA is alternative — different risk/return profiles.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GKATTUA
Annual cost (TER)0.59%0.25%
Fund size (AUM)$158M$802M
Since20142022
Dividend yield0.46%3.63%
Asset classequityalternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A-1.8%
CAGR 3YN/A-2.2%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.58
Volatility 1Y6.85%
Max drawdown-10.41%-15.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GKAT and TUA